Money and Finance
Creighton College of Business: Value Investing Panel
I attended this while in Omaha for the Berkshire Meeting this year. The video isn't too good, but the audio is okay. The panelists were Bruce Greenwald, Patrick Brennan, Vitaliy Katsenelson, and Paul Schwarzbach. The panel was moderated by Mike McCarthy and John Maginn. At one point, Bruce Greenwald said (to paraphrase) that Nestlé was the safest stock to own for the next 20 years (can survive in inflation or deflation, has about a 3.5% dividend yield in USD, etc.).
Link to: Creighton College of Business: Value Investing Panel
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Warren Buffett On Cnbc
The videos are available HERE. The transcript is available HERE. ............... There are a couple of excerpts from Snowball that Becky Quick could have been referring to when it came to the Coke/ham sandwich discussion, where Buffett essentially said...
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Bill Gates And Bill Clinton Interview
This interview took place on September 23 at the annual Clinton Global Initiative meeting, a kind of wonk Woodstock occurring in conjunction with the opening of the 67th session of the UN General Assembly in New York. The 42nd president was ubiquitous...
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Bruce Greenwald On Structural Imbalances In The Economy
Bruce Greenwald likes to say that he is constituted todisagree with everybody about everything, and he was true to his word at therecent Hyman P. Minksy Conference in New York. Taking immediate exception withthe virtually unanimous characterization of...
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Warren Watch: Listener Learned Well
Found via My Investing Notebook. Those hundreds of hours of discussions with thousands of college students may pay off for Warren Buffett in a big way. The most direct dividend may be a 44-year-old Californian who is a possible candidate to make investment...
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Value Talk: Buying At A Discount... By Charles Mizrahi
Professor Bruce C. N. Greenwald identified three approaches to value investing: classic, mixed and contemporary. While the approaches are different, they all share the common principles laid out by Benjamin Graham in 1934 and again in 1949: view stocks...
Money and Finance